See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,104 | $81,460-60.6% | $103,333-68.9% | $80,856-60.3% |
| Participation rate | 84.8% | 66.8%+18.0pp | 74.5%+10.3pp | 67.6%+17.2pp |
| Annual return | 12.45% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,161 | $3,105-30.4% | $3,868-44.1% | $2,755-21.6% |
| Participant deferral / active EE | $5,451 | $3,869+40.9% | $5,057+7.8% | $4,296+26.9% |
| Admin fee / account holder | $4,738 | $6,566-27.8% | $8,355-43.3% | $6,918-31.5% |